Cornerstone Wealth Management’s Stifel SF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-135,504
Closed -$1.72M 1492
2018
Q2
$1.72M Buy
+135,504
New +$1.72M 0.02% 587
2018
Q1
Sell
-5,472
Closed -$236K 418
2017
Q4
$236K Buy
+5,472
New +$236K 0.04% 350